Hi, I recently switched from Retell to VAPI and I'm really enjoying the experience so far—great tool! However, I ran into an issue with the warm transfer feature. In Retell, when I did a warm transfer, the new destination would receive a short 3–7 second summary of the call (including caller name, reason for the call, etc.). This was super helpful for context. I noticed VAPI has a "warm transfer with summary" option as well, but it doesn’t seem to be working for me. The transfer happens, but there’s no summary played for the recipient. Am I missing something in the setup? Would really appreciate any guidance or suggestions! Thanks in advance!

To enable warm transfer with summary in Vapi, make sure your transfer destination includes a

transferPlan

like this:

json
"transferPlan": {
  "mode": "warm-transfer-with-summary",
  "summaryPlan": {
    "enabled": true,
    "messages": [
      { "role": "system", "content": "Please provide a summary of the call." },
      { "role": "user", "content": "Here is the transcript:\n\n{{transcript}}\n\n" }
    ]
  }
}

Note: This feature currently works reliably only with Twilio as the telephony provider. For other providers, the summary may not be played to the recipient unless their system is configured to extract and play SIP headers. [See Vapi documentation for details.](https://docs.vapi.ai/call-forwarding#1-warm-transfer-with-summary) Sources: - [Vapi Call Forwarding Documentation](https://docs.vapi.ai/call-forwarding#1-warm-transfer-with-summary) - [Vapi Discord Support Thread](https://discord.com/channels/1211482211119796234/1366650099035541544)

Ensure the transferPlan is set to "warm-transfer-with-summary," with summaryPlan.enabled: true, and includes properly formatted messages using {{transcript}}. Additionally, review call logs and explore alternate modes such as "warm-transfer-wait-for-operator-to-speak-first-and-then-say-summary."

To get the "warm transfer with summary" feature working in Vapi, make sure your transfer destination includes a

transferPlan

with

"mode": "warm-transfer-with-summary"

and a

summaryPlan

where

enabled

is set to

true

and the messages are properly formatted using

{{transcript}}

. This setup is especially reliable if you're using Twilio as your telephony provider. If you're using a different provider, the summary might not play unless their system is set up to extract and play SIP headers. You might also want to check your call logs for any clues and consider trying alternate transfer modes like "warm-transfer-wait-for-operator-to-speak-first-and-then-say-summary" to see if that better fits your workflow. Sources: - [Vapi Call Forwarding Documentation](https://docs.vapi.ai/call-forwarding#1-warm-transfer-with-summary) - [Vapi Discord Support Thread](https://discord.com/channels/1211482211119796234/1366650099035541544)

Can I talk with someone?

Can you send me a latest call_id? So, that I can take a look into the issue and help you out?